Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s NorthWestern Energy NWE Stock Holding History

Envestnet Portfolio Solutions’s Portfolio NWE Stock Details NWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.32M Buy
18,366
+996
+6% +$70.6K 0.01% 602
2026
Q1 		$1.15M Sell
17,370
-2,614
-13% -$177K 0.01% 590
2025
Q4 		$1.29M Buy
19,984
+322
+2% +$20.4K ﹤0.01% 674
2025
Q3 		$1.15M Sell
19,662
-1,186
-6% -$65.5K ﹤0.01% 695
2025
Q2 		$1.07M Buy
20,848
+14,074
+208% +$778K ﹤0.01% 768
2025
Q1 		$392K Sell
6,774
-16,215
-71% -$882K ﹤0.01% 1155
2024
Q4 		$1.23M Buy
22,989
+2,828
+14% +$154K ﹤0.01% 836
2024
Q3 		$1.15M Buy
20,161
+2,665
+15% +$142K ﹤0.01% 846
2024
Q2 		$876K Buy
17,496
+3,691
+27% +$186K ﹤0.01% 900
2024
Q1 		$703K Buy
13,805
+3,468
+34% +$169K ﹤0.01% 977
2023
Q4 		$526K Buy
10,337
+2,040
+25% +$102K ﹤0.01% 1024
2023
Q3 		$399K Buy
+8,297
New +$442K ﹤0.01% 1084

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Envestnet Portfolio Solutions's NWE Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its NorthWestern Energy (NWE) stake by 5.7% in Q2 2026, buying an estimated $70.6K and bringing the position to 18,366 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #602.

Envestnet Portfolio Solutions first reported a position in NWE in Q3 2023 and has held it in 12 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Envestnet Portfolio Solutions held 18,366 shares of NorthWestern Energy worth $1.32M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 996 NorthWestern Energy shares in Q2 2026, an estimated $70.6K.
  • NorthWestern Energy made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #602 holding.
  • Envestnet Portfolio Solutions first reported a position in NorthWestern Energy in Q3 2023 and has held it in 12 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.